Add closed deal entries from stage changes to tracking sheet
Add closed deal entries from stage changes to tracking sheet
Your deals moved to closing often lack a logged closing-call record, leaving managers without dates or outcomes. Create rows in a central sheet so managers can review closing-call outcomes same day.
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Overview
Deals that reach closing need reliable, reviewable context so managers can act quickly. This flow captures every closing-stage move and writes a standardized row to your central tracking sheet, so outcomes and dates are visible for same-day review.